SUPPORT YOU CAN DEPEND ON

Our Individual Retirement Commitment

We are committed to providing you with all the tools and support you need and to help you identify the business opportunities.

Our new interactive guide offers:

  • Value adding guidance to help you identify business opportunities. 
  • Practical tools and efficient process, making it easy to do business with us. 
  • Expert opinion and analysis, to help build your CPD. 
  • Support and flexibility to and through retirement.
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The impact of Covid-19 on the Individual Pensions market

Pete Glancy, Head of Policy at Scottish Widows, discusses the impact of Covid-19 and the future of the individual pensions market.

 

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SUPPORTING YOUR BUSINESS OPPORTUNITIES

We are focused on providing information to help you identify business opportunities, through technical and value adding support and guidance.

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THE EXPERT SERIES

Our new Expert Series includes topical webinars, vodcasts and podcasts to help you navigate the changing market, both now and in the future.

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Sharing our experience and expertise

Discover ways we can share our expertise and support your individual retirement business.

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BENEFITS FOR YOU AND YOUR CLIENTS

Take a look at how, in recent years, we have transformed our service, propositions and adviser support.

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INTERGENERATIONAL PLANNING

This topic is becoming increasingly important to your clients. Find out how pensions can help with estate planning.

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CENTRALISED RETIREMENT PROPOSITION

Explore content on developing a CRP and consideration of a 3-pot strategy. 

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MULTI-ASSET investing

Our Retirement Account offers a range of multi-asset funds, designed to deliver through the market’s ups and downs. Find out more about our strong multi-assets options, backed up by expert investment insights.

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RETIREMENT INCOME - MADE TO MEASURE

Our income drawdown and annuity offerings could help create a sustainable income in retirement for your clients.

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MAXIMISING ANNUAL ALLOWANCES

We’re here to support you, and your clients, when maximising annual allowances with our expert articles, useful guides, tools and calculators. 

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SUPPORTING YOUR DEFINED BENEFIT CONVERSATIONS

Pension Freedoms has given people with Defined Contribution pension’s greater control and flexibility over taking their benefits.

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SCOTTISH WIDOWS REPORTS

For 16 years we’ve been tracking the nations retirement preparations and attitudes to help your individual retirement business.

RETIREMENT ACCOUNT RECOMMENDATION TOOL

Taking the work out of writing suitability reports.

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CLIENT REVIEW REPORT

Saving you time when preparing for your clients’ annual review.

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PENSION TOOLS

Our tools and calculators help you review your clients' policies and show your clients how you can add value.

 

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RETIREMENT ACCOUNT

A flexible pension plan that supports clients to and through retirement.

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ANNUITIES

For those looking for a guaranteed income for life.

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